FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

181 hedge funds and large institutions have $672M invested in Franklin BSP Realty Trust in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
58
Reduced
64
Closed
26
Calls
$1.61M
Puts
$17K
Net Calls
+$1.59M
Net Calls Change
+$880K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17M
2
BlackRock
2
BlackRock
New York
$190M
3
Invesco
3
Invesco
Georgia
$11.4M
4
Mariner
4
Mariner
Kansas
$7.84M
5
UBS Group
5
UBS Group
Switzerland
$1.86M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$0
2
BCM
2
Beck Capital Management
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.42M
4
JFG
4
Jefferies Financial Group
New York
$2.44M
5
C
5
Cliffwater
California
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
101
Klingman & Associates
New York
$344K +$3.07K +227 +0.9%
GWM
102
Geneos Wealth Management
Colorado
$342K -$27K -2,000 -7%
BCM
103
Brookstone Capital Management
Illinois
$340K -$27.4K -2,026 -7%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$324K -$6.76K -500 -2%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$321K – – –
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$319K +$319K +23,633 New
MFG
107
Magnus Financial Group
New York
$316K – – –
ASRS
108
Arizona State Retirement System
Arizona
$310K -$6.04K -447 -2%
CAS
109
Coppell Advisory Solutions
Texas
$306K +$298K +22,083 +3,687%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$306K -$17K -1,257 -5%
SEI Investments
111
SEI Investments
Pennsylvania
$301K -$17.4K -1,285 -5%
ECM
112
Everence Capital Management
Indiana
$289K – – –
TCM
113
Triumph Capital Management
Colorado
$288K – – –
AWA
114
Arkadios Wealth Advisors
Georgia
$285K -$42.1K -3,113 -13%
BRWA
115
B. Riley Wealth Advisors
Florida
$278K +$2.8K +202 +1%
SAG
116
SageView Advisory Group
California
$275K +$122K +9,218 +80%
SOW
117
State of Wyoming
Wyoming
$271K +$28.3K +2,095 +12%
MA
118
Mutual Advisors
Nebraska
$266K +$61.9K +4,581 +30%
CA
119
Calton & Associates
Florida
$253K +$253K +18,719 New
RIA
120
Realta Investment Advisors
Delaware
$251K +$40.7K +3,010 +19%
GCM
121
Graham Capital Management
Connecticut
$250K +$74.6K +5,521 +42%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$248K +$57.4K +4,246 +30%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$239K -$503K -37,252 -68%
SO
124
STRS Ohio
Ohio
$237K – – –
CC
125
Copperleaf Capital
North Carolina
$231K -$42.2K -3,125 -15%
3 4
5
6 7